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Atria Investments’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Atria Investments’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$521K Buy
+10,152
New +$520K 0.01% 1493
2026
Q1 		– Sell
-9,802
Closed -$507K – 2156
2025
Q4 		$507K Sell
9,802
-917
-9% -$47.8K 0.01% 1436
2025
Q3 		$560K Sell
10,719
-1,548
-13% -$79.9K 0.01% 1357
2025
Q2 		$631K Buy
12,267
+2,107
+21% +$106K 0.01% 1302
2025
Q1 		$519K Sell
10,160
-747
-7% -$37.8K 0.01% 1337
2024
Q4 		$548K Sell
10,907
-4,766
-30% -$244K 0.01% 1280
2024
Q3 		$824K Sell
15,673
-1,061
-6% -$54.8K 0.01% 1076
2024
Q2 		$840K Buy
+16,734
New +$837K 0.01% 1031
2024
Q1 		– Sell
-66,917
Closed -$3.43M – 1007
2023
Q4 		$3.43M Sell
66,917
-3,059
-4% -$149K 0.05% 402
2023
Q3 		$3.36M Buy
69,976
+13,295
+23% +$654K 0.06% 391
2023
Q2 		$2.84M Sell
56,681
-2,240
-4% -$112K 0.05% 440
2023
Q1 		$2.98M Sell
58,921
-3,927
-6% -$197K 0.06% 404
2022
Q4 		$3.09M Buy
62,848
+3,232
+5% +$157K 0.06% 373
2022
Q3 		$2.87M Buy
59,616
+12,115
+26% +$617K 0.06% 373
2022
Q2 		$2.42M Buy
47,501
+22,727
+92% +$1.18M 0.05% 438
2022
Q1 		$1.36M Buy
24,774
+378
+2% +$21.5K 0.02% 712
2021
Q4 		$1.46M Buy
24,396
+2,127
+10% +$128K 0.03% 683
2021
Q3 		$1.34M Buy
+22,269
New +$1.36M 0.02% 683
2019
Q1 		– Sell
-15,089
Closed -$799K – 1026
2018
Q4 		$799K Buy
+15,089
New +$795K 0.04% 365
2015
Q2 		– Sell
-17,320
Closed -$982K – 424
2015
Q1 		$982K Buy
17,320
+4,678
+37% +$264K 0.11% 150
2014
Q4 		$707K Sell
12,642
-16
-0.1% -$891 0.08% 209
2014
Q3 		$699K Buy
+12,658
New +$704K 0.07% 237
2014
Q1 		– Sell
-12,946
Closed -$692K – 468
2013
Q4 		$692K Buy
+12,946
New +$695K 0.07% 233

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Atria Investments's USIG Position: Q2 2026 in Review

Atria Investments opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026: 10,152 shares worth $521K. The stake represents 0.01% of the portfolio and ranks #1493 among its holdings. This is a return to the name: Atria Investments previously reported a position in USIG as recently as Q4 2025.

Atria Investments first reported a position in USIG in Q4 2013 and has held it in 23 quarters since. The position peaked at $3.43M in Q4 2023. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Atria Investments held 10,152 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $521K as of Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new Atria Investments position in Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1493 holding.
  • Atria Investments first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 23 quarters since.
  • Atria Investments's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $3.43M in Q4 2023.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.